RL
CFP
RL
CFP

Robin Lawson

32 Years of Experience
Lagrange, KY
1 DisclosureBrokerSells Insurance

Robin Lawson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lagrange, KY, with 32 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

309 W. Jefferson Street, Lagrange, KY, 40031

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History

Regulatory History (1)
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Customer Dispute
April 2023
Settled
Other Business ActivitiesSells Insurance

Robin is the president of Financial Solutions Inc., coordinating financial plans and insurance, and offering annuity insurance products, dedicating nearly full-time hours to this. Robin also manages rental properties through Alpha Financial Group LLC and owns rental property in Hilton Head, dedicating minimal time to each, and serves as a board member for Crossroads Pregnancy Resource Center, dedicating minimal time.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
February 2006 - February 2025 · 19 yrs
Concourse Financial Group Securities, INC.Broker
March 1999 - February 2025 · 25 yrs 11 mos
Bma Financial Services, INC.Broker
March 1994 - March 1999 · 5 yrs
State Registrations28 states
ALARAZCACODCFLGAIAIDILINKSKYMIMNMOMSNCNYOHOKSCTNTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Robin Lawson - Financial Advisor | TrueAdvisor